American Express Co
AXP- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0000004962
近 90 天,American Express Co 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 3,022 家機構在 13F 申報持有,市值合計 $1,951 億;波克夏、馬克爾集團等 8 位大師持有。
2022 年第 3 季 13F 持有人
American Express Co 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,919
- 較 2022 年第 2 季 −28 家
- 持有股數
- 6.30 億
- 較 2022 年第 2 季 −367.9 萬 (−0.6%)
- 總市值
- $850.9 億
- 較 2022 年第 2 季 −$28.4 億 (−3.2%)
- 新進機構
- 82
- 另有 745 家加碼
- 清倉機構
- 110
- 另有 716 家減碼
另有 28 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 AXP 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,022 | $1,951 億 |
| 2026 年第 1 季 | 2,912 | $1,748 億 |
| 2025 年第 4 季 | 3,043 | $2,168 億 |
| 2025 年第 3 季 | 2,758 | $1,934 億 |
| 2025 年第 2 季 | 2,719 | $1,899 億 |
| 2025 年第 1 季 | 2,627 | $1,607 億 |
| 2024 年第 4 季 | 2,642 | $1,775 億 |
| 2024 年第 3 季 | 2,459 | $1,606 億 |
| 2024 年第 2 季 | 2,349 | $1,398 億 |
| 2024 年第 1 季 | 2,316 | $1,395 億 |
| 2023 年第 4 季 | 2,192 | $1,145 億 |
| 2023 年第 3 季 | 2,003 | $913.0 億 |
| 2023 年第 2 季 | 2,048 | $1,079 億 |
| 2023 年第 1 季 | 2,056 | $1,029 億 |
| 2022 年第 4 季 | 2,008 | $922.5 億 |
| 2022 年第 3 季 | 1,919 | $850.9 億 |
| 2022 年第 2 季 | 1,975 | $879.8 億 |
| 2022 年第 1 季 | 2,067 | $1,200 億 |
| 2021 年第 4 季 | 2,005 | $1,061 億 |
| 2021 年第 3 季 | 1,879 | $1,112 億 |
| 2021 年第 2 季 | 1,851 | $1,126 億 |
| 2021 年第 1 季 | 1,781 | $964.7 億 |
2022 年第 3 季持有機構
每家機構持有 American Express Co 的股數、市值與佔組合比重;股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 22,246 | $344.3 萬 | 0.45% | 00.0% | 不變 |
| Foster Group, Inc. | 25,451 | $343.4 萬 | 0.28% | +167+0.7% | 加碼 |
| Univest Financial Corp | 25,231 | $340.4 萬 | 1.11% | +224+0.9% | 加碼 |
| Bleichroeder LP | 25,000 | $337.3 萬 | 0.70% | 00.0% | 不變 |
| Hussman Strategic Advisors, Inc. | 24,800 | $334.6 萬 | 0.58% | +4,050+19.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 24,798 | $334.5 萬 | 0.06% | −327−1.3% | 減碼 |
| Varma Mutual Pension Insurance Co | 24,757 | $333.9 萬 | 0.06% | +1,066+4.5% | 加碼 |
| Chicago Trust Co NA | 24,640 | $332.5 萬 | 0.86% | −442−1.8% | 減碼 |
| Coastal Investment Advisors, Inc. | 24,622 | $332.2 萬 | 0.87% | −1,942−7.3% | 減碼 |
| Financial Partners Capital Management LLC | 24,610 | $332.0 萬 | 0.79% | −1,071−4.2% | 減碼 |
| Credit Agricole S A | 24,560 | $331.3 萬 | 0.11% | +3,898+18.9% | 加碼 |
| Freestone Capital Holdings, LLC | 24,543 | $331.1 萬 | 0.15% | −2,531−9.3% | 減碼 |
| Concentric Wealth Management, LLC | 24,538 | $331.0 萬 | 1.22% | +473+2.0% | 加碼 |
| Seven Eight Capital, LP | 24,532 | $331.0 萬 | 0.66% | +4,410+21.9% | 加碼 |
| Eqis Capital Management, Inc. | 24,404 | $329.2 萬 | 0.38% | +1,097+4.7% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $328.4 萬 | 0.76% | 00.0% | 不變 |
| NatWest Group plc | 24,323 | $328.2 萬 | 1.91% | −20,619−45.9% | 減碼 |
| Wellington Shields Capital Management, LLC | 24,259 | $327.3 萬 | 0.78% | −131−0.5% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 24,180 | $326.2 萬 | 0.54% | −2,590−9.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 24,122 | $325.4 萬 | 0.33% | −12,655−34.4% | 減碼 |
| Wetherby Asset Management Inc | 24,105 | $325.2 萬 | 0.23% | +1,337+5.9% | 加碼 |
| Virtu Financial LLC | 24,089 | $325.0 萬 | 0.30% | +21,027+686.7% | 加碼 |
| Allstate Corp | 23,962 | $323.3 萬 | 0.09% | +3,464+16.9% | 加碼 |
| Overbrook Management Corp | 23,828 | $321.5 萬 | 0.91% | 00.0% | 不變 |
| Putnam Investments LLC | 23,808 | $321.2 萬 | 0.01% | +21,319+856.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 23,751 | $320.4 萬 | 0.26% | +547+2.4% | 加碼 |
| Regentatlantic Capital LLC | 23,524 | $317.4 萬 | 0.09% | +103+0.4% | 加碼 |
| United Services Automobile Association | 23,420 | $315.9 萬 | 0.09% | +900+4.0% | 加碼 |
| Mitchell Capital Management Co | 23,410 | $315.8 萬 | 0.90% | +520+2.3% | 加碼 |
| Hutner Capital Management Inc | 23,390 | $315.6 萬 | 2.21% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 23,311 | $314.5 萬 | 0.67% | +1,611+7.4% | 加碼 |
| Advisor Partners II, LLC | 23,144 | $312.2 萬 | 0.24% | +23,144 | 新進 |
| Impax Asset Management Group plc | 23,085 | $311.4 萬 | 0.02% | −2,617−10.2% | 減碼 |
| RBF Capital, LLC | 23,000 | $310.3 萬 | 0.27% | 00.0% | 不變 |
| Ceera Investments, LLC | 22,986 | $310.1 萬 | 2.06% | −505−2.1% | 減碼 |
| Verdence Capital Advisors LLC | 22,979 | $310.0 萬 | 0.43% | −96−0.4% | 減碼 |
| Castleark Management LLC | 22,975 | $310.0 萬 | 0.17% | 00.0% | 不變 |
| Grassi Investment Management | 22,960 | $309.8 萬 | 0.46% | 00.0% | 不變 |
| Park National Corp | 22,712 | $306.4 萬 | 0.15% | −785−3.3% | 減碼 |
| Front Barnett Associates LLC | 22,682 | $306.0 萬 | 0.40% | 00.0% | 不變 |
| Hancock Whitney Corp | 22,655 | $305.7 萬 | 0.13% | −772−3.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 22,653 | $305.6 萬 | 0.15% | +1,052+4.9% | 加碼 |
| Chemistry Wealth Management LLC | 22,558 | $304.3 萬 | 1.20% | 00.0% | 不變 |
| Richard Bernstein Advisors LLC | 22,534 | $304.0 萬 | 0.08% | −6,005−21.0% | 減碼 |
| Chapman Investment Management, LLC | 22,302 | $300.9 萬 | 2.20% | +1,624+7.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 22,278 | $300.6 萬 | 0.07% | −5,702−20.4% | 減碼 |
| Family Management Corp | 22,208 | $299.6 萬 | 0.80% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 22,039 | $297.3 萬 | 0.16% | +318+1.5% | 加碼 |
| Venture Visionary Partners LLC | 21,858 | $294.8 萬 | 0.24% | +47+0.2% | 加碼 |
| Leonteq Securities AG | 21,754 | $293.5 萬 | 0.15% | −3,591−14.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 21,495 | $290.0 萬 | 0.27% | +655+3.1% | 加碼 |
| Chartwell Investment Partners, LLC | 21,391 | $288.6 萬 | 0.12% | +409+1.9% | 加碼 |
| Martingale Asset Management L P | 21,301 | $287.4 萬 | 0.06% | +13,999+191.7% | 加碼 |
| Sumitomo Life Insurance Co | 21,244 | $286.6 萬 | 0.12% | −1,492−6.6% | 減碼 |
| Kathleen S. Wright Associates Inc. | 21,227 | $286.4 萬 | 2.32% | 00.0% | 不變 |
| Ninety One SA (PTY) Ltd | 20,756 | $286.2 萬 | 1.13% | +17,326+505.1% | 加碼 |
| Cerity Partners LLC | 21,179 | $285.7 萬 | 0.03% | −60.0% | 減碼 |
| Americana Partners, LLC | 20,972 | $282.9 萬 | 0.51% | +464+2.3% | 加碼 |
| TD Private Client Wealth LLC | 20,587 | $277.7 萬 | 0.14% | +296+1.5% | 加碼 |
| Cresset Asset Management, LLC | 20,460 | $276.0 萬 | 0.03% | −3,756−15.5% | 減碼 |
| Horizon Investments, LLC | 20,523 | $275.8 萬 | 0.09% | −1,748−7.8% | 減碼 |
| Ropes Wealth Advisors LLC | 20,310 | $274.0 萬 | 0.58% | +1,610+8.6% | 加碼 |
| Lakeview Capital Partners, LLC | 20,305 | $273.9 萬 | 1.08% | +476+2.4% | 加碼 |
| Wright Investors Service Inc | 20,280 | $273.6 萬 | 0.86% | +8,248+68.6% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $271.4 萬 | 3.09% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 20,035 | $270.3 萬 | 0.15% | −465−2.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,000 | $269.8 萬 | 0.22% | +465+2.4% | 加碼 |
| DCM Advisors, LLC | 19,971 | $269.4 萬 | 1.35% | −756−3.6% | 減碼 |
| Hudson Valley Investment Advisors Inc | 19,957 | $269.2 萬 | 0.43% | +1,166+6.2% | 加碼 |
| Stone Point Wealth LLC | 19,906 | $268.5 萬 | 1.65% | +882+4.6% | 加碼 |
| Greenleaf Trust | 19,840 | $267.7 萬 | 0.04% | +2,185+12.4% | 加碼 |
| Everence Capital Management Inc | 19,754 | $266.5 萬 | 0.25% | 00.0% | 不變 |
| M. Kulyk & Associates, LLC | 19,547 | $263.7 萬 | 0.92% | 00.0% | 不變 |
| G&S Capital LLC | 19,544 | $263.7 萬 | 1.40% | +17,104+701.0% | 加碼 |
| Acadian Asset Management LLC | 19,428 | $261.9 萬 | 0.01% | −20,246−51.0% | 減碼 |
| Advisory Services Network, LLC | 19,213 | $259.3 萬 | 0.09% | −441−2.2% | 減碼 |
| Brookstone Capital Management | 18,911 | $258.6 萬 | 0.06% | +8,737+85.9% | 加碼 |
| Federated Hermes, Inc. | 19,160 | $258.5 萬 | 0.01% | −121−0.6% | 減碼 |
| Trinity Legacy Partners, LLC | 19,132 | $258.1 萬 | 1.10% | +999+5.5% | 加碼 |
| Grandfield & Dodd, LLC | 19,059 | $257.0 萬 | 0.21% | −2,323−10.9% | 減碼 |
| Kingsview Wealth Management, LLC | 19,043 | $256.9 萬 | 0.12% | +844+4.6% | 加碼 |
| Naples Global Advisors, LLC | 18,966 | $255.9 萬 | 0.35% | +380+2.0% | 加碼 |
| Raymond James Trust N.A. | 18,914 | $255.2 萬 | 0.10% | −694−3.5% | 減碼 |
| Fundamentun, LLC | 18,871 | $254.6 萬 | 0.51% | −1,413−7.0% | 減碼 |
| Mount Vernon Associates Inc | 18,821 | $253.9 萬 | 3.31% | +220+1.2% | 加碼 |
| Engineers Gate Manager LP | 18,804 | $253.7 萬 | 0.16% | −23,338−55.4% | 減碼 |
| Chase Investment Counsel Corp | 18,770 | $253.2 萬 | 1.60% | −181−1.0% | 減碼 |
| Vident Investment Advisory, LLC | 19,859 | $251.1 萬 | 0.08% | −341−1.7% | 減碼 |
| Oliver Luxxe Assets LLC | 18,608 | $251.0 萬 | 0.78% | +534+3.0% | 加碼 |
| LaFleur & Godfrey LLC | 18,497 | $249.5 萬 | 0.44% | +1,325+7.7% | 加碼 |
| Pacifica Capital Investments, LLC | 18,400 | $248.2 萬 | 0.94% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 18,368 | $247.8 萬 | 0.23% | −731−3.8% | 減碼 |
| NFJ Investment Group, LLC | 18,271 | $246.5 萬 | 0.07% | −17,156−48.4% | 減碼 |
| WP Advisors, LLC | 18,211 | $245.7 萬 | 1.11% | +57+0.3% | 加碼 |
| Davy Global Fund Management Ltd | 18,205 | $245.6 萬 | 0.55% | −1,015−5.3% | 減碼 |
| Salvus Wealth Management, LLC | 18,073 | $243.8 萬 | 2.32% | −15−0.1% | 減碼 |
| Lincoln National Corp | 18,071 | $243.8 萬 | 0.06% | +977+5.7% | 加碼 |
| Regent Investment Management LLC | 18,066 | $243.7 萬 | 0.71% | +1,020+6.0% | 加碼 |
| Intrinsic Value Partners, LLC | 17,973 | $242.5 萬 | 3.37% | −1,090−5.7% | 減碼 |
| Callahan Advisors, LLC | 17,865 | $241.0 萬 | 0.35% | +97+0.5% | 加碼 |